Ptm Wealth Management, LLC Innovator Etfs Tr Transaction History

Ptm Wealth Management, LLC

  • $151 Billion
  • Q2 2025

A detailed history of Ptm Wealth Management, LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Ptm Wealth Management, LLC holds 322,027 shares of BALT stock, worth $10.3 Million. This represents 6.86% of its overall portfolio holdings.

Number of Shares
322,027
Previous 289,663 11.17%
Holding current value
$10.3 Million
Previous $8.79 Billion 17.97%
% of portfolio
6.86%
Previous 9.24%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 08, 2025
BUY
$30.33 - $32.1 $981,600 - $1.04 Million
32,364 Added 11.17%
322,027 $10.4 Billion
Q1 2025

May 07, 2025
BUY
$31.31 - $31.89 $9.07 Million - $9.24 Million
289,663 New
289,663 $8.79 Billion

Others Institutions Holding BALT

# of Institutions
199
Shares Held
29.1M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR ETFS TR

BALT Quotes by TradingView
  • Ticker BALT
More about BALT
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